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Portfolio (Quarterly) Guide ↗

AVIVA PLC

· CIK 0001140022
13F Portfolio $59.6B AUM 844 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 576 Added 178 Reduced 78 Exited
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 G GENPACT LIMITED Technology 13,194 $617K 0.00% SOLD
42 PRI PRIMERICA INC Financial Services 2,381 $615K 0.00% SOLD
43 ZION ZIONS BANCORPORATION N A Financial Services 10,368 $607K 0.00% SOLD
44 ADT ADT INC DEL Industrials 75,130 $606K 0.00% SOLD
45 WBS WEBSTER FINL CORP Financial Services 9,405 $592K 0.00% SOLD
46 HOMB HOME BANCSHARES INC Financial Services 21,297 $592K 0.00% SOLD
47 OSK OSHKOSH CORP Industrials 4,623 $581K 0.00% SOLD
48 M MACYS INC Consumer Cyclical 25,768 $568K 0.00% SOLD
49 REV GROUP INC 8,797 $535K 0.00% SOLD
50 CSW INDUSTRIALS INC 1,725 $506K 0.00% SOLD
51 TGLS TECNOGLASS INC Basic Materials 9,889 $498K 0.00% SOLD
52 GLOBUS MED INC 5,693 $497K 0.00% SOLD
53 CWCO CONSOLIDATED WATER CO INC Utilities 14,055 $496K 0.00% SOLD
54 CMCL CALEDONIA MNG CORP PLC Basic Materials 18,900 $495K 0.00% SOLD
55 CR CRANE COMPANY Industrials 2,671 $493K 0.00% SOLD
56 LRN STRIDE INC Consumer Defensive 7,575 $492K 0.00% SOLD
57 PTGX PROTAGONIST THERAPEUTICS I Healthcare 5,609 $490K 0.00% SOLD
58 FSS FEDERAL SIGNAL CORP Industrials 4,449 $483K 0.00% SOLD
59 SIGA SIGA TECHNOLOGIES INC Healthcare 78,893 $482K 0.00% SOLD
60 BOX BOX INC Technology 15,983 $478K 0.00% SOLD
Page 3 of 4  ·  78 positions
Sector Allocation
Technology 31.4%
Healthcare 12.8%
Financial Services 12.3%
Communication Services 9.9%
Consumer Cyclical 9.5%
Industrials 8.3%
Consumer Defensive 5.1%
Energy 4.1%
Utilities 2.5%
Basic Materials 2.4%